About the Company

This well-established financial services firm has been helping Australians make smarter financial decisions for over two decades. With a commitment to long-term client relationships over transactions, the business delivers tailored financial planning and mortgage broking solutions that empower people to grow, protect and manage their wealth with confidence.

The firm supports a diverse portfolio of clients, ranging from medical professionals, senior executives and business owners to families planning for the future. Guided by integrity and genuine care, the team provides strategic financial advice.

Why You’ll Love It Here

Established, reputable firm with strong year-on-year growth

Inclusive, relationship-focused culture - no egos, no bureaucracy

Mentorship from highly experienced financial advisers

Professional, modern office environment that invests in team development

Regular team collaboration days and a people-first culture

About the Role

We are seeking a Office Support Coordinator to join the team and play a key role in supporting client meetings, advice preparation and office operations. This role is perfect for someone who enjoys being the backbone of a professional team and is organised, proactive and client-focused.
You’ll work closely with senior advisers to deliver high-quality client experiences and efficient workflow support across Financial Planning team.

What You’ll Be Doing

Prepare and organise review meetings and appointments

Curate and prepare documents for client meetings, including summary packs

Prepare file notes and action tasks from adviser meetings

Manage printing, binding and uploading documentation to iPads for client presentations

Use Xplan to update records, roll over tasks and manage advice workflows

Book meetings and manage diaries in the CRM

Coordinate office supplies, stationery and team logistics

Support a smooth client experience through professional service and communication

Assist in organising office events and team lunches

Follow company procedures to ensure compliance and process efficiency

What You Bring

Previous experience in financial services, customer service, administration or office support

Strong organisational skills with the ability to multitask and meet deadlines

Confidence using CRMs (Xplan preferred) and Microsoft Office

Warm, engaging personality with excellent communication skills

Can-do attitude and willingness to support wherever needed

Professional presentation and strong attention to detail

Team player who thrives in a supportive, fast-paced environment

Desirable

Experience in a financial planning firm

Knowledge of Xplan or similar advice software

Understanding of basic financial advice documents

Apply Now

If you're a proactive, people-focused professional who takes pride in supporting great client experiences we’d love to hear from you.
Click APPLY or send your resume to [email protected]